Get Started
Harness for Employers

The modern solution to equity advice for startups

Harness for Employers is a HR financial wellness program for tech companies. We connect your employees to high-quality, human advice for their equity.

In the news

We are experts in equity & liquidity events

We are built by entrepreneurs, for entrepreneurs. We have deep experience working with companies ahead of liquidity events.

Learn more about what Harness could bring to your company.

Send an email to and we will respond within 24 hours.


1-on-1 Equity Tax Planning Sessions

A virtual, one-hour tax planning session with a tax advisor experienced in equity.

  • Answers to specific equity questions

  • personalized tax projections

  • Multi-year planning

  • $250 per session

Learn more about the service

Meet advisors that get you and your equity

Harness Tax is a group of equity-focused tax advisors dedicated to bringing great advice to company builders, like you. Meet our advisors running 1:1 Equity Tax Planning Sessions:

Sam Boehr

JD, LLM Tax Law, 6+ years experience

“I believe providing a high level of service on complex tax planning issues gives clarity and eases anxiety for clients worried about a specific tax event. I really enjoy when a client walks away saying thank you and the session was really helpful for them in understanding their tax situation.”

Kelley Maddox

CPA, 9+ years experience

“I really enjoy helping my clients with their equity questions and creating a personalized tax plan. It’s important to ensure they’re equipped with all the information they need to make choices that support their future goals.”

Doug Waite

CPA, 15+ years experience

“Equity compensation requires the holder to make informed decisions. I enjoy helping clients understand the financial and tax aspects of their equity compensation package so they can make those informed decisions with confidence.”

Cari Manteiga

CPA, 12+ Years of Experience

“Navigating the tax landscape can be overwhelming, especially when it comes to decisions regarding equity compensation. As a trusted advisor, I support my clients with the information they need to plan for a bright financial future.”

Join our newsletter for Employers

A quarterly newsletter for HR teams on financial wellness and tax-related information for the tech industry, with articles that you can pass on to your employees.

When your employees feel ownership, everyone wins. Partner with Harness Wealth today.

Read more about Harness for Employers

Financial Wellness Employee Benefits for Startups

Amidst layoffs and IPOs in 2020, executive teams and HR leaders are reevaluating their benefits offerings in 2021 with a newly critical eye. Is your company’s employee benefit...

Managing Employees Through a Liquidity Event: How HR Can Help with Equity Decisions

This can be an exciting time for your organization, but if you’re a manager or HR leader, it likely means you will be facing a wave of questions from employees throughout the event about what it means for their equity and personal finances.

Advice on Startup Liquidity Mistakes: IPO Experiences with AJ Wealth

Our CEO, David Snider, sat down with Justyn Volesko, J.D., LL.M., Managing Partner at AJ Wealth, to learn more about his business, particularly for clients going through liquidity events, such as IPOs. AJ Wealth is a Wealth Management Firm on the Harness Wealth platform.

*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant, Trust & Estate Attorney, and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing or for Trust & Estate Attorney fees for a will that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.